Main Street Financial Solutions, LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Main Street Financial Solutions, LLC

$1.11 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 02, 2023	SELL	$133.53 - $143.85 $2.92 Million - $3.15 Million	-21,890 Reduced 76.07%	6,887 $919,000
Q2 2023 Aug 04, 2023	BUY	$133.6 - $140.61 $29,258 - $30,793	219 Added 0.77%	28,777 $4.05 Million
Q1 2023 Apr 20, 2023	SELL	$130.44 - $140.63 $2,608 - $2,812	-20 Reduced 0.07%	28,558 $3.91 Million
Q4 2022 Feb 07, 2023	BUY	$122.6 - $141.03 $3.5 Million - $4.03 Million	28,578 New	28,578 $3.88 Million
Q3 2022 Oct 24, 2022	BUY	$123.39 - $143.89 $505,899 - $589,949	4,100 Added 8.04%	55,099 $6.8 Million
Q2 2022 Jul 27, 2022	SELL	$124.76 - $146.81 $1.14 Million - $1.34 Million	-9,099 Reduced 15.14%	50,999 $6.68 Million
Q1 2022 Apr 22, 2022	BUY	$132.75 - $149.18 $54,029 - $60,716	407 Added 0.68%	60,098 $8.64 Million
Q4 2021 Feb 08, 2022	BUY	$133.85 - $150.71 $1.13 Million - $1.27 Million	8,406 Added 16.39%	59,691 $8.99 Million
Q3 2021 Nov 15, 2021	BUY	$133.4 - $142.58 $454,360 - $485,627	3,406 Added 7.11%	51,285 $6.84 Million
Q2 2021 Aug 10, 2021	SELL	$126.3 - $135.02 $875,132 - $935,553	-6,929 Reduced 12.64%	47,879 $6.37 Million
Q1 2021 May 17, 2021	BUY	$115.39 - $126.42 $758,920 - $831,464	6,577 Added 13.64%	54,808 $6.87 Million
Q4 2020 Mar 01, 2021	BUY	$105.25 - $120.39 $5.08 Million - $5.81 Million	48,231 New	48,231 $5.79 Million

Others Institutions Holding LGLV

# of Institutions

158

Shares Held

3.51M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

616K
Shares

$105 Million
11.49% of portfolio
Cwm, LLC

340K
Shares

$58.1 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

276K
Shares

$47.1 Million
2.47% of portfolio
Gerber Kawasaki Wealth & Investment Management

239K
Shares

$40.8 Million
1.87% of portfolio
Congress Wealth Management LLC Boston, MA

212K
Shares

$36.3 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

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